Deal Services Associate - Summer 2025 - Dallas, TX

We strive every day to exemplify our CLA values - curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one's actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else.

CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other.

Our Dallas, TX location is seeking a Deal Services Associate.

Come and see for yourself!

Primary Responsibilities

• Participates in quality of earnings due diligence engagement related to acquisitions by private equity investor groups and strategic corporate buyers.

• Analyzes financial/operational results of targets through reviewing accounting records and conducting interviews with management.

• Prepares/evaluates pro forma financial information.

• Evaluates effects of seasonality and cyclicality on cash flow requirements.

• Performs Industry and company research. Correlates due diligence findings with client valuations.

Minimum Requirements

• Bachelor's degree required - Degree in Accounting or Finance strongly preferred.

• Eligible to sit for CFA, CPA or other post graduate degree or relevant industry/service certification a plus.

• General knowledge of accounting principles and reporting of financial data.

• Willingness to learn new technologies.

• Proficient with Microsoft (MS) Windows and Office products.

• Reliable transportation and willingness to travel to client sites.